Why create Asset Categories
Asset Categories allows you to organize and categorize your assets efficiently. By creating asset categories, you can easily classify and manage different types of assets within your organization.
Before we get started
Take note
- You can only create Asset Categories via the web portal.
- You can create Asset Categories if you are an "owner" or "admin" of the organization.
Create Asset Categories
Step 1: Sign in to the Capptions Direct web portal
Sign in to your Capptions Direct account using this link
Step 2: Select an organization
Click on the drop-down arrow in the screen's top left-hand corner. From there, select your organization.
Step 3: Click on Settings
Step 4: Click Assets
Step 5: Click +Category
Step 6: Add Category name + Icon
In the category creation form, provide a suitable name for your asset category. This should be descriptive and easily recognizable. You can also select an icon that represents the category visually, making it more intuitive for users.
Step 7: Format your Asset tag
Configure the format of the asset tag, which is a unique identifier for each asset within the category. Choose the format that best suits your organization's needs.
Step 8: Add custom fields
If required, you can add custom fields to capture specific information related to the asset category. For example, this can be information related to the model, serial number or price of the asset.
Step 9: Submit
Once you have filled in all the necessary details, click the "Submit" button to create the asset category
And that's how easy it is!
We hope this article is helpful in showing you how to create Asset Categories. If you have any questions or concerns, please do not hesitate to contact our customer support team on support@capptionsdirect.com
Thank you for choosing Capptions Direct as your EHS management software. We look forward to helping you make your workplace safer and more efficient!